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SBI Banking & Financial Services Fund vs HDFC Banking and Financial Services Fund compare
HDFC Banking and Financial Services Fund - Growth Option
SBI Banking & Financial Services Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High Risk |
| Asset Size (Cr) | ₹3650 Cr | ₹6556 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Jun 2021 | 26 Feb 2015 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 26.23% | 84% |
| Expense Ratio | 1.9 | 1.81 |
| Manager | Dhruv Muchhal | Pradeep Kesavan |
| ISIN Code | INF179KC1BJ4 | INF200KA1473 |
| Exits Load | HDFC Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | SBI Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.85% | -0.52% |
| 6 Month | -5.23% | -2.19% |
| 1 Year | 4.13% | 11.38% |
| 3 Year | 12.62% | 14.64% |
| 5 Year | - | 11.95% |
SIP Return Analysis
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -5.11% | 1.57% |
| 3 Year | 11.63% | 15.99% |
| 5 Year | - | 16.86% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.94% | 17.48% |
| 3 Year | 14.3% | 14.93% |
| 5 Year | - | 13.34% |
Risk Management
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.282% | 13.433% |
| Sharp | 0.49% | 0.611% |
| Beta | 0.925% | 0.852% |
| Alpha | 3.907% | 5.356% |
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Fund Managers
| Scheme Name | HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Pradeep Kesavan |
| Total AUM | ₹520687 Cr | ₹434274 Cr |
| Fund Manage | 40 | 43 |
| HDFC Banking and Financial Services Fund - Growth Option | SBI Banking & Financial Services Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.11 | 11.6 |
| Large Cap | 71.89 | 53.93 |
| Small Cap | 18.49 | 15.2 |
| Mid Cap | 8.51 | 19.27 |
Sector Allocation
| Scheme Name |
HDFC Banking and Financial Services Fund - Growth Option |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.5 | 11.6 |
| Financial | 92.23 | - |
| Insurance | 5.17 | 4.98 |
| Services | 2.1 | - |
| Finance | - | 18.54 |
| Banks | - | 57.27 |
| Capital Markets | - | 5.39 |
| Financial Technology (Fintech) | - | 2.22 |
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